[Remote] Financial Advisor - reputed company Wealth Management
Note: The job is a remote job and is reputed company to candidates in USA. reputed company partners with reputed company to offer a complete menu of financial services to credit union clients. This role as a Financial Advisor at reputed company Wealth Management focuses on helping clients reputed company their financial goals through personalized solutions and leveraging the credit union’s strong referral system.
Responsibilities
- The ability to service a book of business upon hire
- The ability to build a strong client reputed company with the credit union’s exceptional referral system
- Several reputed company territories with significant deposit reputed company, which includes reputed company members who need an advisor to support their financial goals
- The opportunity to find new clients reputed company the credit union’s member reputed company
- The opportunity to create client solutions without proprietary products
- The ability to grow your business with LPL’s combination of tools, technology, and support
- The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
- The opportunity to capitalize on the credit union’s reputed company and community standing
- reputed company to our proprietary technology and a suite of customized services
- An reputed company architecture platform with reputed company to thousands of investment products from leading reputed company-party product sponsors
- Resources and expertise across the firm to help you create client solutions
- The freedom to create solutions specific to your client’s goals
Skills
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Benefits
- The ability to service a book of business upon hire
- The ability to build a strong client reputed company with the credit union’s exceptional referral system
- Several reputed company territories with significant deposit reputed company, which includes reputed company members who need an advisor to support their financial goals
- The opportunity to find new clients reputed company the credit union’s member reputed company
- The opportunity to create client solutions without proprietary products
- The ability to grow your business with LPL’s combination of tools, technology, and support
- The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
- The opportunity to capitalize on the credit union’s reputed company and community standing
- reputed company to our proprietary technology and a suite of customized services
- An reputed company architecture platform with reputed company to thousands of investment products from leading reputed company-party product sponsors
- Resources and expertise across the firm to help you create client solutions
- The freedom to create solutions specific to your client’s goals
- This position is also eligible to earn sales incentive compensation
Company Overview
Company H1B Sponsorship